Role Overview The FP&A Manager is responsible for leading the financial planning, forecasting, budgeting, and analysis activities for Otis Switzerland. This role acts as a strategic business partner to operational and commercial teams, delivering financial insights that drive performance, profitability, and long-term growth. The ideal candidate will combine strong financial acumen with business understanding and an ability to challenge assumptions, identify risks and opportunities, and support data‑driven decision‑making.
Key Responsibilities Financial Planning and Budgeting:
Lead the annual budget and quarterly forecast processes, working closely with regional teams, sales, service, and operations.
Consolidate financial plans and prepare scenario analyses to support management decisions.
Performance Analysis and Reporting:
Monitor key financial metrics (e.g., revenue, margin, OPEX, working capital) and provide actionable insights to senior leadership.
Prepare monthly performance reports, dashboards, and variance analyses against budget and forecast.
Strategic Business Support:
Partner with commercial, service, and operations leaders to evaluate business performance and support strategic initiatives such as pricing strategies, cost optimization, or capital investment.
Provide financial input for business cases, tenders, and investment proposals (e.g., modernization projects, new installations, or M&A activity).
Cash Flow and Working Capital Management:
Support the monitoring and forecasting of cash flow, collections, and project‑related working capital.
Analyze trends in billing, collections, and inventory to improve capital efficiency.
Tools, Systems & Process Improvement:
Drive improvements in FP&A tools, models, and processes, ensuring scalability and accuracy of financial insights.
Collaborate with IT and Controlling to streamline data flow and reporting systems (e.g., ERP, BI tools).
Governance and Compliance:
Ensure adherence to internal controls, group policies, and financial reporting standards.
Support audits and internal reviews related to financial planning and forecasting.
Qualifications, Competencies and Skills
Bachelor’s or master’s degree in accounting, Finance, or a related field.
Proficiency in both German & English. French and Italian are a plus.
Extensive experience in accounting and good understanding of construction accounting practices, including job costing, percentage of completion, and project‑based financial management.
Proficiency with accounting software and advanced Excel skills.
Strong leadership, communication, and interpersonal skills to collaborate with business partners and the different departments across Otis Switzerland.
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Key Responsibilities Financial Planning and Budgeting:
Lead the annual budget and quarterly forecast processes, working closely with regional teams, sales, service, and operations.
Consolidate financial plans and prepare scenario analyses to support management decisions.
Performance Analysis and Reporting:
Monitor key financial metrics (e.g., revenue, margin, OPEX, working capital) and provide actionable insights to senior leadership.
Prepare monthly performance reports, dashboards, and variance analyses against budget and forecast.
Strategic Business Support:
Partner with commercial, service, and operations leaders to evaluate business performance and support strategic initiatives such as pricing strategies, cost optimization, or capital investment.
Provide financial input for business cases, tenders, and investment proposals (e.g., modernization projects, new installations, or M&A activity).
Cash Flow and Working Capital Management:
Support the monitoring and forecasting of cash flow, collections, and project‑related working capital.
Analyze trends in billing, collections, and inventory to improve capital efficiency.
Tools, Systems & Process Improvement:
Drive improvements in FP&A tools, models, and processes, ensuring scalability and accuracy of financial insights.
Collaborate with IT and Controlling to streamline data flow and reporting systems (e.g., ERP, BI tools).
Governance and Compliance:
Ensure adherence to internal controls, group policies, and financial reporting standards.
Support audits and internal reviews related to financial planning and forecasting.
Qualifications, Competencies and Skills
Bachelor’s or master’s degree in accounting, Finance, or a related field.
Proficiency in both German & English. French and Italian are a plus.
Extensive experience in accounting and good understanding of construction accounting practices, including job costing, percentage of completion, and project‑based financial management.
Proficiency with accounting software and advanced Excel skills.
Strong leadership, communication, and interpersonal skills to collaborate with business partners and the different departments across Otis Switzerland.
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Financial Planning and Analysis Manager Arbeitgeber: Otis Elevator Co.
Otis ist ein hervorragender Arbeitgeber, der seinen Mitarbeitern in Basel nicht nur eine wettbewerbsfähige Vergütung und leistungsbezogene Boni bietet, sondern auch eine starke Unternehmenskultur, die auf Sicherheit, Ethik und Qualität basiert. Mit umfangreichen Aufstiegsmöglichkeiten und einer umfassenden Einarbeitung durch Fachpersonal unterstützt Otis seine Mitarbeiter dabei, ihre Karriereziele zu erreichen und sich in einem dynamischen, globalen Umfeld weiterzuentwickeln.
